Insulet (PODD): Evaluating Valuation After Q3 2025 Results, Upgraded Guidance, and Omnipod Expansion

Insulet (PODD) delivered third-quarter 2025 results that surpassed analyst predictions for both revenue and earnings. This outcome was due to meaningful expansion in its Omnipod insulin delivery system. Management boosted full-year guidance as business momentum remains strong.

See our latest analysis for Insulet.

Insulet’s latest breakout results have built on a year of steadily improving sentiment, powering the stock to a 24.5% year-to-date share price return and a robust 19.3% total shareholder return over the past twelve months. Momentum has picked up further after recent strong guidance and European integration wins. This signals that investors are looking past short-term volatility and focusing on the company’s long-term growth story.

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With shares rallying and guidance continually raised, the question now is whether Insulet’s relentless execution still leaves the stock undervalued, or if the market has already priced in the company’s next phase of growth.

Most Popular Narrative: 12.6% Undervalued

Compared to the last close at $319.82, the most popular narrative assigns a fair value of $365.96 to Insulet, suggesting room for upside based on updated growth and margin expectations. This view is widely followed and reflects shifts in core fundamentals beyond headline results.

Rapidly rising adoption of Omnipod 5 in both the U.S. and international markets, driven by strong clinical evidence, ease of use, and superior integration with the latest glucose sensors, is positioning Insulet to capture a disproportionately large share of the expanding global diabetes device market, supporting outsized top-line revenue growth for several years.

Read the complete narrative.

Want to discover the bold drivers powering this high valuation? There are ambitious revenue and profit growth assumptions behind the scenes, plus industry-beating financial multiples that will surprise even seasoned investors. See what analysts are really baking into their model and how this could reshape PODD’s investment story.

Result: Fair Value of $365.96 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, continued reliance on a single core product, along with heightened global competition, could quickly challenge Insulet's bullish growth expectations if conditions shift.

Find out about the key risks to this Insulet narrative.

Another View: Multiples Signal a Caution Flag

Taking a look at one of the most common valuation tools, Insulet’s price-to-earnings ratio stands at 91.4x. This is far higher than both the US Medical Equipment industry average of 28.1x and its peers at 28.7x. The fair ratio, based on market regression, is just 36.4x. This gap suggests the market anticipates major growth, making current pricing demanding and exposing investors to both potential upside and downside risk. Could today's expectations already be baked into the stock?

Story Continues

See what the numbers say about this price — find out in our valuation breakdown.NasdaqGS:PODD PE Ratio as at Nov 2025

Build Your Own Insulet Narrative

If you see the story differently or want to dive into Insulet’s numbers firsthand, you can build your own analysis and narrative in just a few minutes. Do it your way

A great starting point for your Insulet research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include PODD.

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